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Technology Stocks : LSI Corporation

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To: getgo234 who wrote (9695)	2/11/1998 9:00:00 AM
From: shane forbes	Read Replies (1) of 25814

Getgo: Thanks for the Kurlak news. At this point it looks like he's trying to save face. However, once again I do not disagree with the gist of his arguments. By and larger, this is a "relief" rally - that is, things will not be as bad as the stock prices had indicated in early Dec. But still have to agree that at some point things will be silly again in the opposite direction (talking about semis in general). Actually AMAT opening up would be good! The more I look into this the more I think we are being set up for really bad news in the semi-equip sector in the next few months. And ADI! Surprised me. I thought they were doing fine. Analog/DSPs - perhaps industrial base for SLICs might be hurting a bit... Anyway hope Mr. Kurlak is ignored for the time being... With LSI we have the potential to go up quite a bit more before things get "silly".

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